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  3. Creating Proposals

Creating Proposals

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  • Overview of Creating Proposals
  • List Views for Proposals, Accounts, Contacts, Opportunities, Products and Suppliers
  • Detail Views for Proposals, Accounts, Contacts, Opportunities, Products and Suppliers
  • Advanced Search and Saved Filter Views
  • Headers, Footers and Page Settings
  • Proposal Elements
  • Proposal Templates / Saved Content Library
  • Proposal Variables
  • Conditional (Dynamic) Proposal Elements
  • Proposal Rules (Template, Product and Price List)
  • Content Library
  • Creating Proposals in Different Languages (Multi-Language)
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